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Open Enrollment Period Reminder + Updates

November 22, 2023

Fall Open Enrollment Period is Now

How long has it been since you've reviewed your Medicare policy? With open enrollment in full swing, there are a few questions you may want to ask before you renew, add, drop, or switch coverage. If you've reviewed your Medicare plan and realized you don't quite have the necessary coverage, you can make changes during the fall open enrollment period from October 15-December 7. No action is needed if you aren't making changes to your coverage.1


Reviewing your Medicare coverage is vital to your financial and insurance strategy. We are happy to point you in the right direction if you need help navigating this process, so reach out to your advisor!


U-Vest® Conference 2023 Recap

Last month's U-Vest® Financial Conference in Orlando, FL, was highly successful, featuring three days filled with training sessions, workshops, and inspiring talks from esteemed finance leaders. Attendees honed their skills & gained valuable insight into industry trends, ensuring they left the conference ready to serve their clients better. Beyond professional development, participants engaged in a golf tournament and the first-ever U-Vest® Office Olympics, adding a touch of friendly competition to the event. 


Conference Highlights:

  • 20 advisors
  • Over $1.5 billion in client assets represented
  • Sponsored by U-Vest Financial and 12 investment and insurance firms 
  • Attendees traveled from multiple states  


U-Vest® Financial x Team USA Paralympian Beatriz Hatz!

We at U-Vest® are proud to support Beatriz Hatz, a remarkable 23-year-old below-the-knee amputee representing Team USA in Para-Track and Field. She's currently gearing up for the 2024 Paris Paralympic Games and needs extra support to reach her goal of medaling. To pave the way for success, Beatriz is fundraising for a trip to the Netherlands to collaborate with one of the world's leading prosthetists.


In the world of Paralympics, the right prosthetic setup is crucial, significantly impacting race outcomes. As Beatriz carries the honor of representing Team USA, she requires the greatest technology and specialized equipment to compete to her best ability. Unfortunately for her, insurance doesn't cover any of these necessary upgrades, so she needs our help. 


Want to help ensure Beatriz enters this year with the cutting-edge technology she deserves, empowering her at the 2024 Paris Paralympic Games? Join us in backing her incredible journey—your support makes all the difference!


Learn more about Beatriz's story here





Source: 1. Medicare.gov, October 10, 2023